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CompanyCompany profileReviewed 2026-10-23

Morningstar, Inc.

Morningstar, Inc. is an American financial services firm headquartered in Chicago, Illinois, founded by Joe Mansueto in 1984. It provides an array of investment research and investment management services.

Sources and references ↗
COMPANY PROFILE / 12 SOURCE-LINKED FIELDS

Basic company information

Each field links to its source. Financial figures retain their reporting periods; background references are identified in the source list.

Business sectors
financial services [1]
Company / filing name
Morningstar, Inc. [2]
Headquarters location
Chicago [1]
Founded
1984 [1]
Legal form
Domestic BCA [1]
Founders
Joe Mansueto [1]
Employees
9,556 · reported year 2021 [1]
ISIN (reported securities)
US6177001095 [1]
CIK
1289419 [2]
Country in background record
United States [1]
Symbols / exchanges
MORN (Nasdaq) [2]

Company positioning and business

Morningstar, Inc. is an American financial services firm headquartered in Chicago, Illinois, founded by Joe Mansueto in 1984. It provides an array of investment research and investment management services. [3]

With operations in 29 countries, Morningstar's research and recommendations are considered by financial journalists as influential in the asset management industry, and a positive or negative recommendation from Morningstar analysts can drive money into or away from any given fund. Through its asset management division, the firm currently manages over US$295 billion as of March 31, 2023. [3]

The firm also provides software and data platforms for investment professionals, including "Morningstar Research Portal", "Morningstar Direct" and "Morningstar Advisor Workstation". [3]

Background text: Wikipedia contributors, Morningstar, Inc.. Selected introductory paragraphs, licensed under CC BY-SA 4.0. Official filing data is cited separately.

Understanding company scale

Employees: 9,556 · reported year 2021. [1]

Financial year, securities and disclosures

Listed securities: MORN (Nasdaq). Multiple symbols may represent different share classes or securities of the same registrant. [2]

History and key events

  1. Founding / inception date recorded in Wikidata. [1]

Financial results and regulatory disclosures

No individual financial documents have been indexed yet. Open the source to consult company disclosures. [2]

Related entities and concepts

Frequently asked questions

When was Morningstar, Inc. founded?

Founded: 1984. The linked source provides the background record. [1]

Where is the headquarters of Morningstar, Inc.?

Headquarters location: Chicago. The linked source provides the background record. [1]

Which business sectors are recorded for Morningstar, Inc.?

Business sectors: financial services. The linked source provides the background record. [1]

Sources and review dates

  1. Wikidata — company background record (CC0) ↗
  2. Company identity and profile data ↗
  3. Wikipedia contributors — Morningstar, Inc. (CC BY-SA 4.0) ↗

Reviewed 23 October 2026. Financial periods and historical event dates are shown separately. Figures reflect their stated source dates; this page is not a live quote or investment recommendation.

Content preparation: source-based compilation with AI assistance. See methods and attribution. Named sources identify the underlying records; no individual expert review is claimed.